RegentAtlantic Capital’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

RegentAtlantic Capital’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-124	Closed	-$1.71K	–	829
2014 Q4	$1.71K	Buy	+124	New	+$1.65K	﹤0.01%	1142

Other funds holding SCHA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Wooster Corthell Wealth Management Glastonbury, Connecticut $540M AUM 11.84% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

SVA Wealth Management Madison, Wisconsin $1.15B AUM 22.3% 1-Year Est. Return

Spectrum Management Group Indianapolis, Indiana $460M AUM 10.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

RegentAtlantic Capital's SCHA Position: Q1 2015 in Review

RegentAtlantic Capital sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2015, closing a stake of 124 shares — an estimated $1.71K sold.

RegentAtlantic Capital first reported a position in SCHA in Q4 2014 and held it in 1 quarter. The position peaked at $1.71K in Q4 2014. 195 funds tracked by Wall St. Rank hold SCHA as of Q1 2015.

RegentAtlantic Capital reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2015 after selling out during the quarter.
RegentAtlantic Capital sold 124 Schwab U.S Small- Cap ETF shares in Q1 2015, an estimated $1.71K.
RegentAtlantic Capital first reported a position in Schwab U.S Small- Cap ETF in Q4 2014 and held it in 1 quarter.
RegentAtlantic Capital's Schwab U.S Small- Cap ETF position peaked at $1.71K in Q4 2014.
195 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.